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State Street SPDR S&P Dividend ETF
SDY

1,192 hedge funds and large institutions have $9.51B invested in State Street SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 349 increasing their positions, 384 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 84

15% more call options, than puts

Call options by funds: $5.52M | Put options by funds: $4.82M

3% more funds holding

Funds holding: 1,155 → 1,192 (+37)

3% more capital invested

Capital invested by funds: $9.23B → $9.51B (+$277M)

0.68% more ownership

Funds ownership: 43.37% → 44.05% (+0.68%)

9% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 384

9% less funds holding in top 10

Funds holding in top 10: 43 → 39 (-4)

Holders
1,192
Holders Change
+37
Holders Change %
+3.2%
% of All Funds
15.7%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.51%
New
148
Increased
349
Reduced
384
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$94.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$91.1M
3
Wells Fargo
Wells Fargo
California
+$46.9M
4
MCM
MAI Capital Management
Ohio
+$33.6M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$163M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$70.3M
3
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
4
AG
AlTi Global
New York
-$10.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
876
McDonough Capital Management
Florida
$267K +$1.96K +14 +0.7%
CRI
877
Colonial River Investments
Virginia
$266K -$44.8K -321 -14%
TF
878
Tompkins Financial
New York
$266K -$46.1K -330 -14%
BCM
879
Becker Capital Management
Oregon
$265K – – –
LWL
880
Leo Wealth LLC
Texas
$264K -$26.7K -191 -9%
TIM
881
Thompson Investment Management
Wisconsin
$264K +$279K +2,000 New
LA
882
LM Advisors
California
$264K – – –
FAM
883
Formidable Asset Management
Ohio
$263K – – –
CIAS
884
CBIZ Investment Advisory Services
Ohio
$262K – – –
CGA
885
Crescent Grove Advisors
Illinois
$261K – – –
AA
886
Apriem Advisors
California
$260K +$274K +1,965 New
BCMLT
887
Beacon Capital Management LLC (Tennessee)
Tennessee
$258K +$15.6K +112 +6%
CFO
888
Collective Family Office
Pennsylvania
$257K – – –
Empower Advisory Group
889
Empower Advisory Group
Colorado
$257K -$9.91K -71 -4%
KPWG
890
KFA Private Wealth Group
Virginia
$255K -$27K -193 -9%
PAI
891
Pittenger & Anderson Inc
Nebraska
$255K – – –
QC
892
Quadrature Capital
United Kingdom
$254K +$269K +1,926 New
PPA
893
Pacific Point Advisors
California
$253K +$265K +1,896 New
CBTWT
894
Community Bank & Trust (Waco, Texas)
Texas
$253K – – –
PL
895
Plancorp LLC
Missouri
$253K +$2.1K +15 +0.8%
VT
896
Vise Technologies
New York
$252K -$279 -2 -0.1%
ESB
897
Essex Savings Bank
Connecticut
$252K -$6K -43 -2%
FF
898
Friday Financial
Iowa
$251K +$266K +1,902 New
TFM
899
TFC Financial Management
Massachusetts
$251K – – –
HCM
900
Hall Capital Management
Rhode Island
$251K +$265K +1,900 New
34 35
36
37 38

SDY Hedge Fund Activity: Q4 2024 in Review

1,192 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2024, worth a combined $9.51B — up 3% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new SDY positions and 84 closed out — a net gain of 64 holders — while 349 added to existing stakes and 384 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $94.7M. The largest seller was International Assets Investment Management, cutting an estimated $163M.

  • 1,192 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2024, up from 1,155 in Q3 2024.
  • Funds reported $9.51B of State Street SPDR S&P Dividend ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 148 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2024 and 84 closed out, a net change of +64 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q4 2024 was AssetMark Inc, an estimated $94.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q4 2024 was International Assets Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.